Strategic Business Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks. It will assist you in obtaining funding, support growth, and provide a roadmap to success.
Preparing a strategic business plan will help you clarify your company’s direction. It ensures that your key leaders are all on the same page, and keeps both management and staff focused on the tasks at hand. I&U CPA can help you develop a powerful Strategic Business Plan that drives your business to the level of success you deserve.
Entrepreneurs and Business Owners often need a Strategic Business Plan when:
Strategic Business Plan for SBA, Bank or Grant Funding: Fees starting at $2,999
Our Bank-ready Business Plan is a 25-30 page custom-written document with a market summary and comprehensive financial statements. The plan is guaranteed to exceed the requirements and expectations of banks and the Small Business Administration (SBA). It is perfect for SBA loans, seeking funding of $50,000 to $1,000,000, business acquisition, strategic alliance, merger, or partnership, internal use, and personal finances. This business plan will work for start-up companies, existing companies looking to expand with a loan, existing companies starting a new division. It can also be used in E2/EB5/L1 immigration visa application after adding a few features to meet immigration guidelines.
Bank-ready Business Plan includes the following sections:
Strategic Business Plan for Investors and Venture Capitalists: Fees starting at $3,999
Our Investor-ready Business Plan is a 30-40 page expanded, custom-written plan with a comprehensive market research analysis and extensive Excel formatted financial statements. It includes 5 years of Financial Statements, a detailed Investor Return section, and additional in-depth market research. This plan is designed for entrepreneurs and business owners who are seeking funds from Investors and Venture Capitalists. Investors will require a solid financial budget and this plan will exceed their highest expectations. In fact, most lending institutions and private investors will not even talk to you without a solid financial plan. With this Business Plan, there is no limit to the level of funds that can be sought .
Investor-ready Business Plan will include all section of the Bank-ready Plan, plus the following:
Both of our Strategic Business Plans allow you to:
Remember: Failing to plan is planning to fail.
If you’d like to receive more information about our Strategic Business Plan services, please complete the form below.